Durable goods orders jumped 3.8% to $207 billion in November, beating expectations. However, this was driven largely by huge aircraft orders that Boeing booked during the month. Excluding transports, orders climbed 0.3%, just shy of expectations.

November new home sales climbed to 315k, up from October's revised figure of 310k. So, while the absolute sales number was in line with expectations, the month-over-month growth rate wasn't what trendwatchers were hoping for. The average sales price was $242.9k.